UNITED WAY OF WARREN COUNTY OHIO (EIN 237132362) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

JANE CONN

Phone

5139323987

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF WARREN COUNTY OHIO, founded in 1970, is a small nonprofit that reported $795K in total revenue in fiscal year 2024. Expenses of $717K left a modest 10% surplus.

Mission

TO IMPROVE LIVES OF OTHERS BY CONNECTING PEOPLE, ORGANIZATIONS AND RESOURCES TO MEET THE NEEDS OF THE COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $778,442

Program Service Revenue $0

Investment Income $11,172

Other Revenue $5,621

TOTAL REVENUE $795,235

Expense Breakdown

Grants Paid $289,540

Salaries & Benefits $240,968

Fundraising Expenses $112,346

Program Expenses $422,029

Other Expenses $186,386

TOTAL EXPENSES $716,894

Year-over-Year Comparison

	2024	2023	Change
Revenue	$795,235	$824,333	0.0%
Expenses	$716,894	$754,128	0.0%
Net Income	$78,341	$70,205	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

126

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$161,644

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE CONN	EXECUTIVE DI	40.00	Officer	$57,419	$9,526	$66,945
TRICIA HUXSOLL	FINANCE& HR	40.00	Officer	$60,711	$3,083	$63,794
AUSTIN SANDIN	FORMER EX. D	40.00	Officer	$30,905	$0	$30,905
CHAD BRIDGMAN	DIRECTOR	1.00	Director	$0	$0	$0
BRODI CONOVER	PRESIDENT	1.00	Officer Director	$0	$0	$0
CLINT DAY	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTY EVEN	DIRECTOR	1.00	Director	$0	$0	$0
MIKE GEYGAN	DIRECTOR	1.00	Director	$0	$0	$0
BOBBIE GRICE	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON JONES	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN MANUEL	DIRECTOR	1.00	Director	$0	$0	$0
ABBY MELAMPY	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG ROBINSON	TREASURER	1.00	Officer Director	$0	$0	$0
TOM SEDDON	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT WOLFE	SECRETARY	1.00	Officer Director	$0	$0	$0
CORY YOUNGS	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$795,235	$716,894	$1,118,773	$78,341
2024	$824,333	$754,128	$681,348	$70,205
2023	$732,941	$763,194	$730,944	$-30,253
2022	$840,879	$902,712	$691,120	$-61,833
2021	$1,481,429	$1,386,923	$852,115	$94,506
2020	$1,505,731	$1,129,916	$846,672	$375,815
2019	$1,329,734	$1,337,013	$834,925	$-7,279
2018	$1,473,192	$2,023,194	$1,081,080	$-550,002

UNITED WAY OF WARREN COUNTY OHIO